Fidelity Prime Financing

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
74
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
299736
Registered since
July 23, 2019

Firm profile

FINTRX

Overview

Fidelity Prime Financing is organized as a limited liability company with ownership listed as a mix of a domestic entity and an individual. Publicly available registry entries provide only basic structural details; the firm is classified as "unclassified" and most fields that would describe client types, fee schedules, or advisory activities are not populated. The record indicates the firm does not act as a capital allocator and does not identify itself as an active ESG investor. It is also not listed as a multistate adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Noah Rhodes

    Noah Rhodes

    CFOCRD 6546392

  • Charlie George

    Charlie George

    Chief AML OfficerCRD 3078024

Contacts

3 of 71
  • Christopher Esser

    Compliance AnalystCRD 5745626

  • Thomas Tesauro

    Thomas Tesauro

    Executive Vice PresidentCRD 1862532

  • Gregory Remmes

    Gregory Remmes

    Registered RepresentativeCRD 2169049

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
155 Seaport Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth